Asignar a un socio de referencia a una oportunidad


Su empresa puede tener un programa de socios que paga comisiones a los vendendores cuando les envian potenciales clientes. Cuando un socio le envía un potencial cliente, usted necesitará asegurarse de que la referencia se rastrea en su expediente de oportunidad de modo que el afiliado reciba el crédito por el cliente potencial. La comisión se calcula cuando se cierra el acuerdo y se realiza una compra.

Instrucciones paso a paso

1 - Mientras visualiza un registro de oportunidades, vaya a la sección Establecer referencias de socios y haga clic en Buscar.

2 - Busque y seleccione un socio de referencia para adjuntar a la oportunidad.

3 - Haga clic en el botón Guardar para aplicar la actualización.


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